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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,843 | $183,516+169.6% | $155,534+218.2% | $145,884+239.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,249 | $6,467+197.7% | $5,630+241.9% | $6,690+187.7% |
| Admin fee / account holder | $197 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |